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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,733 | $199,109+106.3% | $173,730+136.4% | $154,746+165.4% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 12.48% | 20.02%-7.5pp | 19.96%-7.5pp | 172.34%-159.9pp |
| Employer contribution / active EE | $714 | $5,311-86.6% | $4,577-84.4% | $4,379-83.7% |
| Participant deferral / active EE | $9,484 | $7,113+33.3% | $6,326+49.9% | $6,730+40.9% |
| Admin fee / account holder | $64,785 | $20,916+209.7% | $17,523+269.7% | $14,365+351.0% |